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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-07-23 |
Branch Locations
17 W Jefferson St Ste 4 Suite 4, Rockville, MD 20850 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Bethesda | MD | 08/2015 | 02/2017 |
| H. Beck, Inc. | Rockville | MD | 02/2017 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2023 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2023 |
| Cured/ 18Th And 21St | Columbia | MD | 05/2021 | 01/2023 |
| Lowe's Home Improvement | Westminster | MD | 10/2021 | 04/2022 |
| Window Nation | Hanover | MD | 02/2022 | 04/2023 |
| Massmutual Life Insurance Co | Rockville | MD | 05/2023 | 07/2025 |
| Mml Investors Services, Llc | Rockville | MD | 06/2023 | 07/2025 |
| Clyde's Tower Oak Lodge | Rockville | MD | 04/2023 | 07/2025 |
| Waterford Wealth Management | Rockville | MD | 02/2017 | 05/2023 |
| Lpl Financial | Rockville | MD | 07/2025 | Present |
| Wild Oak Tavern | Frederick | MD | 01/2025 | Present |
1) 06/2025 - Woodchurch Wealth Management / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100 % Time Spent 2) 06/2025 - HHM Hospitality / Outside/W-2 Employment / Server / Non Inv Related / Frederick MD 21701 / Start date 01/15/2025 - 50 hrs per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-28 |
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